Cogent Blue Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 8,666 shares of SPTM stock, worth $703,419. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,666
Previous 8,666 -0.0%
Holding current value
$703,419
Previous $649 Million 7.69%
% of portfolio
0.48%
Previous 0.5%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$60.34 - $74.89 $522,906 - $648,996
8,666 New
8,666 $649 Million

Others Institutions Holding SPTM

# of Institutions
759
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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